At Fund Evaluation Group, we collaborate with our clients to help them fulfill their mission and achieve their investment goals. FEG is an independent, employee-owned, full-service investment advisory firm with over 30-years of stability and growth. We offer in-depth education on current investment strategies and trends, based on sound research principles.
1 As of September 30,2018, Assets under Advisement (AUA) include discretionary and non-discretionary assets of FEG and its affiliated entities. These assets are typically non-discretionary. Some asset values may not be readily available at the most recent quarter-end, therefore the previous quarter's values were used for this calculation. The values may be higher or lower, depending on the current market conditions. Of the $69.6bn in AUA, FEG's total assets under management (AUM) are $6.6bn, which includes discretionary ($4.8bn) and non-discretionary AUM ($1.7bn).